Independent macro and credit views, written for advisors who answer to clients — not to a research budget. A Swiss boutique source, no investment banking, no soft-dollar strings, no conflicts of interest you'd rather not explain.
Independent financial advisors in CH, IT, UK, US, and across LatAm and Asia.
Daily AI digest at 12:30 and 17:30 Zurich. Weekly Pre-Opening Commentary. Single-name notes that pass a CIO check, not just a marketing one.
Every note carries the desk view, the data, and the timestamp. Drop the link in a client message — the page renders cleanly for sharing.
No IB. No prop book. No soft dollars. The view in the note is the view. That's the entire pitch.
Single-seat plans for solo advisors. Multi-seat plans with discount when you bring the team along.
Need a 1:1 on a position or a portfolio review for a client? Bundled bonus hours on 6- and 12-month plans, top-up packs available.
Create a free account to read the AI Daily Digest. Subscribe when you've seen the work in your inbox for a few days.
Yes. Choose the personal plan and we invoice you directly. If your firm wants to be on the invoice, switch to multi-seat at checkout.
Yes — every published note renders cleanly at a clean URL you can paste in a client message. The single-name and credit deep-dives are paid; the AI Digest and macro notes are free to share.
Swiss boutique, three modules built around macro/credit/equity, no IB and no soft dollars. Direct line to analysts via advisory hours. Pricing visible in your currency.
Pricing visible in your currency (CHF/USD/EUR/GBP). Cancel anytime.
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